HNWAG
High Net Worth Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
9,644
+75
| +0.8% | +$21K | 0.71% | 40 |
|
|
2025
Q1 | $2.48M | Buy |
9,569
+99
| +1% | +$25.6K | 0.7% | 39 |
|
|
2024
Q4 | $2.5M | Buy |
9,470
+333
| +4% | +$88K | 0.7% | 37 |
|
|
2024
Q3 | $2.41M | Sell |
9,137
-40
| -0.4% | -$10.6K | 0.66% | 37 |
|
|
2024
Q2 | $2.22M | Buy |
9,177
+266
| +3% | +$64.4K | 0.67% | 35 |
|
|
2024
Q1 | $2.23M | Buy |
8,911
+93
| +1% | +$23.2K | 0.7% | 34 |
|
|
2023
Q4 | $2.05M | Buy |
8,818
+811
| +10% | +$189K | 0.76% | 34 |
|
|
2023
Q3 | $1.67M | Buy |
8,007
+130
| +2% | +$27.1K | 0.67% | 41 |
|
|
2023
Q2 | $1.73M | Sell |
7,877
-307
| -4% | -$67.6K | 0.67% | 39 |
|
|
2023
Q1 | $1.73M | Sell |
8,184
-217
| -3% | -$45.8K | 0.7% | 39 |
|
|
2022
Q4 | $1.71M | Sell |
8,401
-79
| -0.9% | -$16.1K | 0.67% | 37 |
|
|
2022
Q3 | $1.59M | Buy |
8,480
+213
| +3% | +$40K | 0.68% | 38 |
|
|
2022
Q2 | $1.63M | Buy |
8,267
+508
| +7% | +$100K | 0.68% | 40 |
|
|
2022
Q1 | $1.85M | Buy |
7,759
+1,420
| +22% | +$338K | 0.67% | 37 |
|
|
2021
Q4 | $1.62M | Buy |
+6,339
| New | +$1.62M | 0.56% | 44 |
|